See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,829 | $72,404+17.2% | $110,238-23.0% | $64,186+32.2% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -8.09% | -6.29%-1.8pp | 314.74%-322.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $5,661 | $2,282+148.1% | $3,826+47.9% | $2,381+137.8% |
| Participant deferral / active EE | $10,360 | $3,469+198.6% | $4,672+121.7% | $3,470+198.6% |
| Admin fee / account holder | $3,074 | $5,664-45.7% | $8,547-64.0% | $4,888-37.1% |